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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,620 | $115,225-39.6% | $100,712-30.9% | $138,895-49.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 13.26% | 40.35%-27.1pp | 33.27%-20.0pp | 145.39%-132.1pp |
| Employer contribution / active EE | $4,474 | $2,771+61.4% | $2,313+93.4% | $4,194+6.7% |
| Participant deferral / active EE | $6,343 | $4,699+35.0% | $4,085+55.3% | $6,396-0.8% |
| Admin fee / account holder | $8,597 | $10,844-20.7% | $9,256-7.1% | $12,562-31.6% |